iShares US Telecommunications ETF
115 hedge funds and large institutions have $314M invested in iShares US Telecommunications ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 18 closing their positions.
28% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $1.09M
2.2% more ownership
Funds ownership: 72.98% → 75.19% (+2.2%)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 116 → 115 (-1)
11% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 38
20% less capital invested
Capital invested by funds: $392M → $314M (-$78.8M)
Top Buyers
Top Sellers
| 1 |
Barclays
London,
United Kingdom
|
-$75.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.9M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$12.7M |
| 4 |
PWM
Patriot Wealth Management
Houston,
Texas
|
-$7.24M |
| 5 |
JG
Jefferies Group
New York
|
-$2.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMBTD
126
First Midwest Bank Trust Division
Joliet,
Illinois
| – | -$270K | -8,355 | Closed |
|
|
JIR
127
James Investment Research
Alpha,
Ohio
| – | -$156K | -4,820 | Closed |
|
|
EDRH
128
Edmond de Rothschild Holding
Chambesy,
Switzerland
| – | -$33K | -1,030 | Closed |
|
|
KF
129
Krilogy Financial
St. Louis,
Missouri
| – | -$15K | -423 | Closed |
|
130
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$11K | -350 | Closed |
|
|
PMFA
131
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$6K | -178 | Closed |
|
132
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5K | -145 | Closed |
|
IYZ Hedge Fund Activity: Q2 2017 in Review
115 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2017, worth a combined $314M — down 20% from $392M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IYZ positions and 18 closed out — a net gain of 1 holder — while 34 added to existing stakes and 38 trimmed.
The largest buyer was Ameriprise, adding an estimated $36.7M. The largest seller was Barclays, cutting an estimated $75.6M.
- 115 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2017, down from 116 in Q1 2017.
- Funds reported $314M of iShares US Telecommunications ETF stock for Q2 2017, down 20% quarter-over-quarter.
- 19 funds opened new iShares US Telecommunications ETF positions in Q2 2017 and 18 closed out, a net change of +1 holder.
- The largest iShares US Telecommunications ETF buyer in Q2 2017 was Ameriprise, an estimated $36.7M added.
- The largest iShares US Telecommunications ETF seller in Q2 2017 was Barclays, an estimated $75.6M sold.
Based on aggregated 13F filings for Q2 2017.